Skip to content
Disclosery

LAKE STREET PRIVATE WEALTH, LLC: JGLO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LAKE STREET PRIVATE WEALTH, LLC on JGLO, newest first. How the timeline and the estimate are built.

LAKE STREET PRIVATE WEALTH, LLC held 7,673 JGLO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,673 shares
    Change vs previous 13F -5,249 shares

    0.06% of the 13F portfolio, value $546,471.

    13F-HR 0001772031-26-000003 filed by LAKE STREET PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,922 shares
    Change vs previous 13F +246 shares

    0.11% of the 13F portfolio, value $843,419.

    13F-HR 0001772031-26-000002 filed by LAKE STREET PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,676 shares
    Change vs previous 13F +163 shares

    0.1% of the 13F portfolio, value $857,785.

    13F-HR 0001772031-26-000001 filed by LAKE STREET PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,513 shares
    Change vs previous 13F -3,535 shares

    0.11% of the 13F portfolio, value $848,006.

    13F-HR 0001772031-25-000006 filed by LAKE STREET PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,048 shares
    Change vs previous 13F -3,789 shares

    0.15% of the 13F portfolio, value $1,032,528.

    13F-HR 0001772031-25-000003 filed by LAKE STREET PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 19,837 shares
    Change vs previous 13F +1,333 shares

    0.19% of the 13F portfolio, value $1,169,193.

    13F-HR 0001772031-25-000002 filed by LAKE STREET PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 18,504 shares
    Change vs previous 13F +3,159 shares

    0.18% of the 13F portfolio, value $1,110,980.

    13F-HR 0001772031-25-000001 filed by LAKE STREET PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,345 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $961,671.

    13F-HR 0001772031-24-000006 filed by LAKE STREET PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).